Close

The AAII Orange County Chapter presents...


"Municipal Bonds ... A Foundation of Quality"

    Discussed by:

    Alan Willenbrock, CFA
    Vice President, Portfolio Manager and Financial Advisor, Morgan Stanley Smith Barney

Alan Willenbrock will describe the features and benefits of municipal securities. He will use case studies to illustrate these features and talk about where things went wrong. He will describe lessons learned that you can use to protect yourself and briefly mention how to out-fox your broker. This will be followed by what investors should do now and where to find critical information you need.

Attend This Meeting and Learn...
The features and benefits of municipal securities
What investors should do now
Where to find critical information you need

  MEETING DETAILS
Date:
Saturday, June 23, 2012
Time:
8:30 a.m.    Registration/Social
9:00 – 10:30 a.m.    Program
10:30 – 11:00 a.m.    Q&A
Location:
Balearic Community Center
1975 Balearic Dr.
Costa Mesa, CA 92626
714-754-5158
[ Map This Location ]
Payment:
At the Door, Everyone, $5/person

Return to Orange County Chapter home page